Migration Caching

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    December 4, 2008 1

    Repository/Web Catalog Migration Tips

    and Caching

    Melinda Rojo

    Dan Malone

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    Session Overview

    Under the covers the OBIEE dashboards are comprisedof a multitude of objects in both the Metadata

    Repository and the Web Catalog. Version control andmigrating these objects between environments are

    non trivial tasks. This session will share what we havelearned.

    We will also discuss how we used OBIEE caching toimprove performance and the methods we used toautomate clearing the OBI server cache when the

    data warehouse refresh is complete.

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    Session Topics

    Architecture Overview

    Migration Overview

    Metadata Repository

    Web Catalog

    Cache Management

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    Architecture Overview

    2 Servers per Environment 2 Metadata Repositories

    Shared Web Catalog No replication

    4 Environments Pre-Development

    Development

    Test

    Production

    Windows Terminal ServicesAdministration Tools

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    Migration Overview

    Pre-Migration Tasks

    Metadata Repository Migration

    Web Catalog Migration

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    Pre-Migration Tasks

    Change Ownership of Web CatalogObjects to Administrator

    Set Permissions on Objects

    Setup Security in Target Environment

    Create New Groups

    Repository Groups

    Web Catalog Groups

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    Metadata Repository Migration

    Development Migrate Metadata Repository (.rpd file)

    between servers in same environment

    Development -> TestTest -> Production

    Promote Metadata Repository betweenenvironments

    Migrate Metadata Repository (.rpd file)between servers in same environment

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    Migration in the Same Environment

    Copy physical Metadata Repository file(.rpd) from one server to the other

    Tips & Tricks

    Stop BI services to ensure no changes are

    occurring

    Requires outage since BI services are

    stopped during copy

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    Migration Between Environments

    Option #1: Copy/Paste changes manually Only selected changes will migrate to target environment

    Physical layer changes will overwrite

    Business Model and Presentation layer changes requiredelete then paste

    Initialization blocks and variables are duplicated

    To avoid down time in production, copy-paste to both servers

    Option #2: Copy Metadata Repository file (.rpd) All changes will migrate to target environment

    Not all changes are ready to migrate Passwords for privileged users can be different

    Passwords for connection pools can be different

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    Web Catalog Migration

    Do not copy physical filesAll or nothing

    Why?

    See Security Presentation Exceptions

    Saved data formats /system/metadata

    Cannot use Catalog Manager because objectsare owned by system account

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    Migrating with Catalog Manger

    Catalog Manager is a Windows only tool On-line changes only with Linux environment

    Tool allows connection to multiple catalogs Toolallows copy paste method Copy is an additive process ONLY

    Remember to delete objects in target environment

    Copies permissions between environments Set Paste ACL preference

    Groups need to be created first

    In both presentation and metadata

    Allows selection of multiple objects

    Allows for Smart Rename (fix refs)

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    Screen Shot of Web Catalog

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    Migration Tips

    Only migrate Shared folder and sub-folders

    Delete-copy-paste is best but requires

    outage Is there a new Subject Area?

    Must log into Answers and view the subjectarea Subject Area privileges are not available until

    someone accesses it

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    Questions?

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    What Caches?

    Browser

    Presentation Services

    BI Server

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    Cache Management Requirements

    We want to use cache to improveperformance

    Warehouse refreshes daily

    Different business areas refresh at

    different intervals

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    What options did we not use?

    Physical Layer Tables Set to expire at a given interval

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    Clearing the Cache Manually

    Presentation Services Refresh icon on Dashboard

    Clear My Selections

    Manage Sessions

    Session Management Close all Cursors

    Clear BI Server cache

    BI Server

    Repository -> Manage ->Cache

    Purge

    Changes to the Business Model

    Restart BI Server

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    Clearing the Cache Automatically

    Physical Layer Set to never expire

    Tables in the warehouse PolyData Stats table with last load date

    Business Model to Stats table name mapping

    View joining these tables

    Initialization block sets dynamic repository variables 10 minute refresh

    Multiple variables in single init block

    Business Model logical column associated with thevalue of the repository variable

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    Automated Cache Clearing

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    The Magic Behind Automated

    Cache Clearing

    Data Warehouse job completes andupdates PolyData Stats table

    The initialization block changes the

    repository variable value The Logical Column value is changed

    Changing the value is considered achange to the business model

    Therefore the cache clears!

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    Questions?

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    Contact

    OBIEE Technical Conference:http://polydata.calpoly.edu/dashboards/obiee_conf/index.html

    Email: polydata@calpoly.edu

    http://polydata.calpoly.edu/dashboards/obiee_conf/index.htmlhttp://polydata.calpoly.edu/dashboards/obiee_conf/index.html